See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,098 | $81,900+239.6% | $119,609+132.5% | $68,494+306.0% |
| Participation rate | 74.7% | 71.9%+2.8pp | 79.3%-4.6pp | 67.9%+6.8pp |
| Annual return | -22.85% | -23.82%+1.0pp | -14.97%-7.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $3,882 | $2,693+44.1% | $4,232-8.3% | $2,596+49.5% |
| Participant deferral / active EE | $8,370 | $4,148+101.8% | $5,602+49.4% | $4,027+107.8% |
| Admin fee / account holder | $5,746 | $6,582-12.7% | $10,323-44.3% | $5,403+6.3% |